■Overview
This is a flow that adds orders from BASE to Salesforce.
■Recommended for
1. Those who use BASE for business
・Those in charge of operating an e-commerce site
・Those who register and manage customer and inventory information
2. Companies that manage information with Salesforce
・Those who register and share customer status with the team
・Those who use registered information for analysis
■Benefits of using this template
BASE is a tool that can be used for smooth e-commerce site operations.
By managing information with Salesforce, it can be useful for analyzing future strategies and revitalizing business operations.
However, manually adding order information from BASE to Salesforce may lead to decreased team motivation.
By utilizing this flow, you can automate data entry into Salesforce, preventing manual input errors and omissions.
Additionally, the time spent on manual tasks can be allocated to other operations, allowing the team to focus on problem-solving and improving productivity.
■Notes
・Please connect both BASE and Salesforce with Yoom.
・You can select trigger intervals of 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
・Salesforce is an app available only with the Team Plan and Success Plan. For Free Plan and Mini Plan, the operations and data connections set in Flowbot will result in errors, so please be careful.
・Paid plans such as Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are normally restricted.
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